2016 Savings Forum Resources

The National Savings Forum was presented by the Consumer Federation of America, Aspen Institute Financial Security Program, Bank of America, CFED, Cities for Financial Empowerment Fund, Conference of State Bank Supervisors, Credit Union National Association, Doorways to Dreams (D2D) Fund, Federal Reserve Bank of St. Louis, National Credit Union Foundation, New America, and the Pew Charitable Trusts.

• Savings Forum Agenda
• Savings Forum Presentations
• Savings Forum Links

---

AGENDA

8:00 am 

Breakfast & Networking

8:45 am
Welcome & Opening Session:
When Economics, Policy, and Savings Collide: A Discussion with Mark Calabria and Aaron Klein

Moderator
Nancy Register, Associate Director
Consumer Federation of America

Panelists
Mark Calabria, Director of Financial Regulation Studies
Cato Institute

Aaron Klein, Fellow, Economic Studies
The Brookings Institute

9:30 am
The Continued Importance of Emergency Savings for Low and Moderate Income Households

Moderator
Ray Boshara, Senior Adviser and Director of the Center for Household Financial Stability
Federal Reserve Bank of St. Louis

Panelists
Janet Raffel, Senior Manager, Financial Capability
NeighborWorks America

Clinton Key, Research Officer for Savings and Financial Security
The Pew Charitable Trusts

Jeremie Greer, Vice President, Policy and Research
CFED

Rita Green, Ph.D., State Specialist for Family Financial Management/Housing
Mississippi State University Extension Service

10:45 am
Break

11:00 am
How Can We Encourage and Support Good Savings Products

Moderator
Timothy Flacke, Executive Director
D2D Fund

Panelists
Josh Wright, Executive Director
ideas42

Leigh Phillips, CEO
EARN

Brigitte Madrian, Professor
Harvard Kennedy School

Lisa Davis, Director, Youth Employment
City of Chicago

Keith Ernst, Associate Director, Division of Depositor and Consumer Protection
Federal Deposit Insurance Corporation

12:15 pm

Recognition of Designation of Savings Excellence Recipients

12:30 pm

Buffet Lunch Sponsored by CUNA

1:00 pm

Lunch Keynote

Introduction
Gigi Hyland, Executive Director
National Credit Union Foundation

Speaker
Gail Laster, Director of the Office of Consumer Protection
National Credit Union Administration

1:45 pm

Savings as a Key American Value

Moderator
Ida Rademacher, Executive Director
Aspen Institute Financial Security Program

Panelists
Andrew Yarrow, Senior Fellow
Aspen Institute Financial Security Program

Annie Burns, Partner
GMMB

Fiona Greig, Director of Consumer Research
JPMorgan Chase Institute

Stig Nybo, Operating Committee Chair
Saving Re-Imagined

3:00 pm

Wrap-Up

---

PRESENTATIONS

When Economics, Policy, and Savings Collide: A Discussion with Mark Calabria and Aaron Klein
Mark Calabria, Director of Financial Regulation Studies, Cato Institute
Aaron Klein, Fellow, Economic Studies, The Brookings Institute

LINKS

The Financial Health Check: A Behavioral Approach to Financial Counseling
New America Foundation

Reimagining Financial Inclusion
Oliver Wyman

Thrivers and Strugglers: A Growing Economic Divide
Federal Reserve Bank of St. Louis